Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely deliver memorable experiences to their clients.
At some point, most families ask if they should have a family meeting, recognizing the importance of providing a forum for sharing news, concerns, opportunities, and challenges in an open and direct way.
“Why can’t we all just get along?” If you say that often, perhaps it’s time to find the answer. People who work with successful families know that financial resources, social status, career or educational opportunities and even intact marriages do not guarantee family harmony.
Today even very young companies are often international — many entrepreneurial ventures are “born global” in terms of their supply chain or customer base. However, there comes a time when an entrepreneur will decide to make the push into an overseas market in a more formal way, working to establ
Tim Kuppler, Director of Culture & Organization Development and Co-founder – CultureUniversity.com
Wednesday, August 19, 2015
Culture is a hot topic. It was the Merriam-Webster “Word of the Year” in 2014 and it’s particularly critical in family offices. Learn the family office culture fundamentals that are often overlooked but are the key to effectively deal with problems, challenges and goals across a team.
Successfully transferring wealth to your heirs is a challenging but priceless undertaking. It is the result of careful, thoughtful planning and should not be taken lightly. The following article discusses some of the more important things to consider while making these valuable decisions.
There are no easy answers when it comes to prenuptial agreements, but understanding the fundamentals will help ensure that the agreement is ultimately fair to all parties, achieves the family’s objectives, and will withstand any future challenge.
How and when should wealthy parents educate their children about their assets and potential trusts? Having “The Talk” about wealth is a topic that provokes uncertainty and delay. Avoiding the exchange, however, only compounds the difficulties.
Amy Hart Clyne, Executive Director – Family Office Exchange
Wednesday, February 25, 2015
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the family.